AFG
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Allegheny Financial Group’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Allegheny Financial Group’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$221K Buy
4,653
+18
+0.4% +$875 0.03% 264
2025
Q4 		$217K Buy
4,635
+19
+0.4% +$875 0.03% 261
2025
Q3 		$209K Buy
+4,616
New +$202K 0.04% 244
2024
Q2 		– Sell
-5,271
Closed -$203K – 227
2024
Q1 		$203K Sell
5,271
-558
-10% -$20.3K 0.06% 196
2023
Q4 		$205K Buy
+5,829
New +$191K 0.07% 202
2022
Q1 		– Sell
-6,045
Closed -$208K – 165
2021
Q4 		$208K Buy
+6,045
New +$202K 0.08% 148
2021
Q2 		– Sell
-13,520
Closed -$410K – 158
2021
Q1 		$410K Buy
13,520
+60
+0.4% +$1.72K 0.3% 56
2020
Q4 		$359K Buy
+13,460
New +$335K 0.19% 78

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